Add User Account
New User Account Creating new users for Practice Protect can be in several account types depending on your company’s software...
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User Accounts
Add, Lock, Remove Accounts
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Add User Account (Cloud Users – Microsoft 365 Federated)
Purpose This guide shows how you can create a user account in Practice Protect when Microsoft 365 provisioning is enabled.... -
Add User Account (Cloud Users – Google Workspace SAML + Provisioning)
Purpose In this setup, adding users in Practice Protect is synchronized with Google Workspace. This includes the management of the... -
Add User Account (AD User + AD 365 Sync – Microsoft 365 Federated)
Purpose This guide outlines the steps to create new users in a setup where Practice Protect is integrated with Active... -
Send Email for Portal Setup
This will be your guide on how to send invites to your new team members added in Practice Protect. For... -
Remove User Account
Remove User Account Removing an account in the Practice Protect Portal can be one of four different processes, depending on... -
Lock User Account
If you want to temporarily disable a Practice Protect account in your firm, please follow the steps below. Login to... -
Add User Account (Entra ID/Microsoft 365 Source)
Purpose This guide covers the process of adding a new user account where the source directory of Practice Protect is... -
Block Sign-In (Entra ID/Microsoft 365 Source Account)
Purpose This guide covers how to block a user account that is linked from the Microsoft 365 / Entra ID... -
Add Mobile Number (Entra ID/Microsoft 365 Source Account)
Purpose This guide covers how to add a mobile number to a user account that is linked from the Microsoft...
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